Practice and Client Management News
Financial Planning's Practice and Client Management coverage includes essential advisor-level strategy and operational insight for firms and solo practitioners. Read how elite advisors build retention-driven practices, manage high net worth relationships and operationalize growth frameworks that go beyond rudimentary 101 topics. Learn the latest financial planning news from expert reporting and analysis that matters to industry leaders.
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Captrust went from runner-up in a transaction to buy Column Capital Advisors to stealing the seller's hearts. Here's how a home office visit made all the difference.
November 7
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Gorman said Tuesday he would like to teach at a university and help CEOs turn around their businesses, among other plans.
November 7
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From politics to practice management and a variety of planning strategies, the law is posing questions for financial advisors, tax professionals and their clients.
November 7
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Demand is growing for the certified private wealth advisor credential, which has been around for 15 years and helps advisors cater to high net worth clients.
November 6
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One-fourth of advisors say asset manager websites do not meet basic foundational needs.
November 6
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Starting next year, clients buying or selling certain qualifying vehicles can immediately slash $7,500 off the cost of a new automobile or $4,000 off a used one.
November 6
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From practice management to complex strategies, the fourth quarter presents major opportunities for clients to find savings and prepare for the next 12 months.
November 6
